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Welcome to the Beese Fulmer Wealth Management Commentary. Researched and written by Beese Fulmer experts, these articles unravel the mysteries and expertly guide investors with information and counsel honed over decades of experience. Visit often for more articles or subscribe to our RSS feed below.

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  • Repository Feature: How has the Timken Company transformed their business after the spin-off of TimkenSteel?”

    By: Ryan T. Fulmer
    Tuesday, July 26, 2016

    Over the last few years, we have been asked many questions about the Timken Company. Are they better or worse off after the spin-off? Has the company been able to improve operations?

    As a bit of background, the Timken Company (TKR) spun off TimkenSteel (TMST) in the summer of 2014. Since then, Timken has worked hard to transform the business and improve operations.

  • Ask the Investor: “I am unhappy with my 401(k) plan and am 60 years old. Is there anything I can do?

    By: Ryan T. Fulmer
    Friday, July 15, 2016

    Many individuals who participate in their company-sponsored 401(k) plan are unsatisfied. Reasons for dissatisfaction can range from how much the company contributes to the plan, to limited investment options, to high expense ratios (or cost).  


  • Will the Easy Money Train Ever Derail?

    By: Dennis Fulmer, CFA
    Friday, July 15, 2016

    Has it worked? Yes. Jobs have been created, and the real estate and stock markets have recovered strongly. The easy monetary policies of the last eight years have worked to some degree, but the recovery has been slower than average due to both the high debt levels and the increased regulatory burdens.


  • The Best Option in an Uncertain Market

    By: Nick Perini, CFA
    Friday, July 15, 2016

    We continue to watch the same key factors we were watching last quarter, including interest rates, oil prices, and consumer health. All three continue to point to a moderately-positive market in the United States.


  • Second Quarter – The Resilient Market

    By: Nick Perini, CFA
    Friday, July 15, 2016

    After the wild swings of the first quarter, this quarter was shaping up to be far more boring--that is until the dreaded Brexit vote on Thursday, June 23, 2016. In the weeks leading up to the vote, all of the polling seemed to show it was a dead heat, but the markets revealed a different story.

  • Trade Agreements–Does the U.S. Get a “W” in the ‘Win’ Column?

    By: Dennis Fulmer, CFA
    Wednesday, April 20, 2016

    We now hear our politicians telling us that trade agreements, which lower tariffs on imports and exports, have been bad for manufacturing jobs.  Both parties have supported free-trade pacts in the past, but now we have candidates (Trump and Sanders) who have risen in popularity among middle-class voters by blaming free trade for all of our economic problems.  It’s not unusual for politicians to figure out which way the parade is going and get in front of it; however, wanting tariffs on imports is just another example of crony capitalism or mercantilism, where people with political power seek to benefit themselves.  

  • Mirror, Mirror on the Wall

    By: Nick Perini, CFA and Lynn Hamilton
    Wednesday, April 20, 2016

    As the stock market creeps closer to its all-time high, it would be easy to feel relieved that it rebounded off its February bottom and reduce exposure to equities.  For some that might be a decent strategy, but for the long-term investor, we don’t believe that is prudent.  Domestic equities are fairly priced when compared to historical forward price-to-earnings ratios. Alternatively, bond yields have moved lower in recent months and offer very little return. 

  • Investment Outlook First Quarter - Worth the Price of Admission?

    By: Nick Perini, CFA
    Wednesday, April 20, 2016

    Why pay for a ticket to the amusement park when you can get the same feeling of being on a roller coaster by turning on any business channel or checking the Wall Street Journal.  This was one of the craziest, most volatile starts to the year the stock market has ever seen.  The year started with stock prices plummeting and fear among investors spiking.  Then, as if a switch was flipped, the market came roaring back, and all was right with the world among investors. 

  • Canton Repository: Ask the Investor: Is Ohio getting TRUMPed in trade deals?

    By: Ryan T. Fulmer
    Sunday, March 27, 2016

    TRUMP trade war rhetoric has been rampant over the last few months. Of course, keeping jobs in Ohio and the nation is critical, but will adding taxes to companies that leave America help us over the long term? Will a trade war hurt us more than help?



  • As Seen in The Repository: Is Stark County Headed Into a Recession?

    By: Ryan Fulmer
    Monday, February 29, 2016

    We often hear news stories about the national economy, but we rarely hear statistics about the economy in the Canton-Massillon area. So, let’s dive into 2015’s economic data. 


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  • Ask the Rational Investor: “Should investors worry about Boeing’s 737 MAX issue?”
    Monday, April 8, 2019

    Boeing’s 737 MAX is one of the most anticipated updates to the 737, which currently has an order backlog of over 4,600 aircraft, representing 78% of Boeing’s overall commercial aircraft backlog. Over the next 5 years, it is estimated that the MAX will represent approximately 33% of Boeing’s sales and almost half of Boeing earnings before interest and taxes (EBIT).

    Considering the significance of the MAX upgrade, it’s no surprise that stock prices have dropped from a recent high of $440 on March 1st, to $370 (3/27/19) after the Ethiopian Airlines crash and the eerily similar Lion Air crash.  The two incidents in conjunction caused the worldwide grounding of the airliner.

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